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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Monvia Financial L.p. (swap one in):+ Kuleana Wealth Advisors $95.6M · Los Altos, CA+ Benning Financial Group, LLC $95M · Benicia, CA+ Pedicord Wealth Management, LLC $85.6M · Rocklin, CA+ Reicher Capital Management, LLC $85.5M · Kentfield, CA
Walnut Creek, CA
Laguna Beach, CA
Pittsford, NY
Assets under management$90.3M$95.3M$94.8M
Asset growth, last 2 years––+10%
Advisory staff312
Individual clients1607882
Assets per client$564K$1.2M$1.2M
Clients per advisor537841
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack1–2
People on Advicer.bio313

From each firm's latest Form ADV (May 2026, Jan 2026, Aug 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolMonvia Financial L.p.Mem InvestmentsLyon Capital Management, LLC
CRM
Envestnet Tamarac––Uses it
Portfolio Management
OrionUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Monvia Financial L.p.: none listed · Mem Investments: none listed · Lyon Capital Management, LLC: Schwab